Trusts & Foundations Officer Job at 360 Resourcing Solutions (Welwyn Garden City)

Trusts & Foundations Officer

Are you a creative communicator with an eye for detail and a passion for making ...

Location

United Kingdom , Welwyn Garden City

Salary:

28575.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

At least one year’s experience in trusts and foundations fundraising, or similar experience in fundraising or communications
A successful track record in grant applications
A proven ability to write successful, persuasive funding applications
Excellent communication and research skills, with confidence using AI tools to uncover new insights
Experience with Raiser's Edge or similar CRM
A collaborative mindset, attention to detail, and a passion for storytelling that inspires giving
Experience in managing stakeholder relationships

Job Responsibility

Secure funding from high-value trusts and major grant-giving organisations
Maximise income from our diverse and well-established portfolio of grant-makers
Proactively research and identify new trust and foundation opportunities using AI research and databases
Gather information to produce compelling, data-driven funding proposals
Support donor visits, events, and meetings that bring our work to life
Keep everything running smoothly with accurate records and clear communication across the team

What we offer

27 days holiday plus bank holidays
Pension Scheme
Life Assurance Scheme
Employee Assistance Programme
Cycle to Work Scheme
Health Service Discounts
Refer a friend bonus

Fulltime

Accountant

This position performs day-to-day accounting and prepares interim and annual fin...

Location

United States , Cleveland

Salary:

Not provided

Engage Cleveland

Expiration Date

Until further notice

Requirements

Bachelor’s degree (or higher) in Accounting
2+ years of accounting experience
Experience with Microsoft Office applications, specifically Excel
Developed knowledge of Generally Accepted Accounting Principles (GAAP)
Ability to assemble, read, and interpret accounting reports, including proven experience reviewing accounting information and accurately determining and recording accounting adjustments as needed
Well-developed analytical and problem solving abilities
Able to organize work, engage in a variety of tasks simultaneously, and consistently meet deadlines
High degree of initiative and independent judgment
High attention to detail, follow-up, self-motivated, proactive and solution focused
Strong communication skills, oral and written

Job Responsibility

Performs day-to-day accounting and prepares interim and annual financial reports and tax returns for endowment funds, supporting foundations and trusts
Assists in the daily operation of the Accounting and Finance department
Prepares supporting workpapers that demonstrate analysis and related journal entries for various daily accounting activity
Prepares periodic financial reports for endowment funds, charitable trusts and supporting foundations, including reports for presentations to foundation trustees, or internal financials for inclusion in quarterly reports required by banks
Prepares schedules for year-end consolidation and footnotes for external audit, assists with tax preparation for Federation’s 990
Prepares tax returns for supporting foundations and charitable trusts
Prepares bank reconciliations and other account reconciliations as assigned
Other duties and special projects as assigned

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Investment/Portfolio Manager

We are looking for an experienced Investment/Portfolio Manager to join a boutiqu...

Location

United States , Lake Geneva

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5-10 years of experience managing equity portfolios for high-net-worth clients, with preference for additional experience
Bachelor’s degree in Finance, Economics, or a related field
advanced certifications are highly desirable
Strong expertise in investment management theory, financial principles, portfolio strategies, and market instruments
Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting
Exceptional communication skills, both written and verbal, with attention to detail
Proficiency in Microsoft Office suite, particularly Excel, along with familiarity with investment tools like Bloomberg and Morningstar
Ability to work independently and collaboratively in a team-focused environment
Strong analytical skills and a meticulous approach to managing sensitive financial relationships

Job Responsibility

Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals
Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships
Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees
Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations
Establish and maintain strong relationships with external investment managers, ensuring seamless coordination
Prepare detailed investment performance reports and present findings to clients and stakeholders
Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team
Ensure compliance with relevant regulations and tax laws governing trust investments and accounting
Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Accountant

The focus of this position will be on the delivery of financial services to a se...

Location

United States , Chicago

Salary:

100000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

CPA: Required
Years of Experience: 2-3 years
Type of Experience: Public Accounting - Tax
Preferably family office clients, individuals, trusts, or investment partnerships

Job Responsibility

Manage the personal accounting for a variety of the company’s clients, both individuals and trusts
Prepare journal entries and finalize personal financial statements on a monthly basis
Complete a quarterly reporting package with detailed financial analyses
Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation
Assume responsibility for the company’s cash management activities
Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients
Calculate quarterly estimated tax payments for individuals and trusts
Prepare annual extension estimates of taxable income from underlying investments
Participate in recurring calls with external service providers
Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Senior Program Officer

The Senior Program Officer will implement the regional funding programs serving ...

Location

Salary:

83150.00 - 126540.00 USD / Year

Wikimedia Foundation

Expiration Date

Until further notice

Requirements

Solid knowledge of trust-based philanthropy or community-based grantmaking
Experience in participatory decision-making structures
Experience in grantmaking, particularly in an international context
Experience in nonprofit capacity building as a funder, consultant, or nonprofit leader
Strong strategic and analytical skills and creative problem-solving ability
Excellent organizational skills and judgment
ability to prioritize work, manage time and multiple priorities, and meet deadlines
attention to detail and accuracy
the ability to set realistic goals and objectives
Proven ability that would translate to creating constructive partnerships with the Wikimedia community, stakeholders, and fund-seekers: skills in facilitating engaging, motivating, coordinating and supporting volunteer communities, and in negotiating the sometimes chaotic and contentious nature of free-thinking communities

Job Responsibility

Implement the Community Resources grantmaking strategy while taking into consideration community needs, opportunities, movement trends, and the regional geopolitical and cultural context
Analyze regional and global patterns to shape funding rationales and priorities
Design program activities with colleagues to achieve significant, scalable impact
Manage , implement and monitor the regional grant portfolio to ensure alignment with strategy, criteria, and impact goals
Lead annual grant planning: identify and support prospective and returning grantees, review proposals, co-develop funding rationales with the regional funding committee. This also includes conducting organizational assessments (financial and narrative) to inform funding rationales
Work collaboratively across Foundation teams to support implementation of funding program and team objectives
Represent the Foundation internally and externally as an ambassador for regional knowledge, priorities and insights
Build, onboard, and develop regional funding committees aligned with regional needs and opportunities to enable transparent decision-making as part of participatory grantmaking approaches
Set agendas for committee discussions (priorities, financial analysis, partner and regional insights) and facilitate inclusive funding deliberations
Provide context, analysis, and synthesis of committee feedback into funding recommendations and decisions

Fulltime

Dispatcher in Transport Management

Structured-conceptual working meets hands-on mentality and a strong sense of uni...

Location

Germany , Münster

Salary:

Not provided

WHEELS Logistics GmbH & Co. KG

Expiration Date

Until further notice

Requirements

Completed apprenticeship as a Specialist in Freight Forwarding and Logistics Services or an equivalent qualification
Professional experience in organizing transportation and logistics services (ideal, but career changers and those who discontinued studies are also offered opportunities)
Proficient in common MS Office and email applications
Enjoy communicating in German and English

Job Responsibility

Manage full truckload operations throughout Europe and are responsible for a fleet of vehicles
Monitor the status of transportation orders and respond to any deviations with a customer and company-oriented approach
Interact with the drivers in your fleet respectfully, using your appreciative and assertive approach to motivate them towards top performance
Work in close collaboration with the team and business partners in a trusting manner as the foundation for successful and sustainable cooperation

What we offer

Mobile working from home
Flexible work time structure
Modern offices
Company daycare center for children
Attractive fitness offers via Wellpass cooperation
Strong employee discounts via corporate benefits portal
Free coffee from Italian portafilter machine
Vacation and Christmas bonuses
Capital-forming benefits as part of company pension package

Fulltime

Assistant Manager, Front Office

We invite you to join the world of luxury hospitality at Fairmont Palliser as ou...

Location

Canada , Calgary

Salary:

Not provided

Fairmont Grand Del Mar

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in Rooms Division with a strong foundation in Front Office operating systems
Previous supervisory experience and a strong desire to develop as a leader
Proven leadership experience in training, mentoring, and developing teams while driving innovation and best practices
Demonstrated ability to professionally address and resolve complex challenges across all levels
A post-secondary degree in Hospitality or Business is an asset, but all disciplines are welcome
Thrives in fast-paced environments, embraces learning, and stays committed to growth
Willingness to work flexible hours, including shift work, weekends, and public holidays, as required
Highly organized, adaptable, and able to thrive under pressure in a fast-paced, dynamic environment
Excellent verbal and written communication skills
Committed to fostering an open, engaging, and trusting work environment that aligns with the company’s mission, brand promise, and values

Job Responsibility

Assist the Front Office Manager in executing departmental goals, including guest satisfaction, loyalty program enrollment and management, upsell revenues, and colleague engagement
Lead and coach colleagues to provide luxury guest service, ensuring personalized and memorable experiences
Conducts training, coaching and assessments on Fairmont, Accor and LQA service standards and fosters a culture of engaging, personalized service in the department
Serve as the first point of contact for escalations, identifying and resolving guest concerns urgently, either in person or in writing
Manage and oversee arrivals and departures to ensure smooth operations and the highest level of guest satisfaction
Take an active role in day-to-day Front Office operations, ensuring a seamless guest experience
Meet and greet VIP guests, escort them to their rooms, and follow up to ensure their comfort throughout their stay
Act as Manager on Duty, serving as a resource and support to all departments to ensure the smooth overall operation of the hotel in the absence of Department Heads and other Managers
Manage, train, develop, and motivate all colleagues reporting to this position to enhance performance and guest satisfaction
Develop, implement, and maintain an upsell incentive program to motivate employees and maximize hotel revenue

What we offer

Complimentary upgrades
Extended stays
Discounted stays across Fairmont & Raffles properties
Special dining and wellness discounts
Comprehensive benefits package including health, paramedical, dental, vision, life, and disability coverage for eligible employees
Company-matched pension plan, as well as RRSP & TFSA options
Complimentary meal in staff cafeteria during shifts

Fulltime

Trusts & Foundations Officer

360 Resourcing Solutions

Location:
United Kingdom , Welwyn Garden City

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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